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Our Team

Transparent, trustworthy, and forward-thinking values-based investment business.

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Family Office Driven Initiative and Investment Funds Manager

When PrivateInvest was created over a decade ago, our goal and promise was the same as it is today: to be a transparent, trustworthy, and forward-thinking values-based investment business with a strong culture that is always challenging the status quo, leveraging its best asset, its people, and producing above industry average risk adjusted returns.

Throughout this decade, PrivateInvest has assembled a team of highly qualified industry professionals who share a common culture and conviction to strive to be the best choice for both investors and borrowers.

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Mark Roberts

Executive Chairman – 
Founding Managing Director

Leon Boyatzis

Director – Funds Management

Naomi Roberts

Director – Legal – Investor Relations, Trustee Board Member

Greg Peel

Non-Executive Director – Trustee Board Member and Chair Investment Review Committee

Sarah de Rozario

Director – Group Finance

Belinda Stewart

Office Manager – South East Asia Co-Ordinator

Andrew Groves

Senior Manager – Private Capital

William Colebrook

William Colebrook

Adviser – Private Capital

Brett Roberts

Graphic Design – Marketing

Tom Ellen

Investment Review Committee

Investing With Us

Capital Preservation +
Higher Risk Adjusted Averages

PrivateInvest offers alternative investment opportunities in registered first and second mortgage property security for wholesale and sophisticated investors within the Australian market. Since our inception, we have maintained a record of no impairments or capital losses, emphasising a strong commitment to capital preservation while delivering above industry average risk-weighted returns. PrivateInvest investments options include the First Mortgage Income Fund, Select Mortage Trust and PrivateInvest + Capital Trust.

We invite you to find out more.

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Borrowing From Us

A Capital Partnership Approach to Project Financing

As a non-bank lender, PrivateInvest offers an extensive range of financing solutions for Borrowers and Brokers. Our specialised technical management team understand the importance of a timely decision-making and credit process.

We would welcome your business.

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Mark Roberts

Executive Chairman – Founding Managing Director

Mark brings over 30 years’ property experience to PrivateInvest and its clients in both the public and private sectors.

His real estate experience includes corporate and property finance, funds management, asset management, investment management, and large-scale commercial property development.

Mark founded PrivateInvest over a decade ago, taking a measured approach to its evolution as it grew. In 2018, Mark identified the opportunity to move into the non-bank lending sector, one of Australia’s fastest growing asset sectors which PrivateInvest has now become a genuine alternative finance solution to underserviced lenders in the commercial property market. Since that time, PrivateInvest has grown providing a range of tailored financial solutions to qualified borrowers in the real estate sector and supporting a range of significant projects and developments across Australia.

Mark has directed and executed a number of significant transactions in the finance, property and securities industries including listing an ASX entity as a major shareholder and as Managing Director. This entity became Australia’s largest in its sector, managing 5,600 rental retirement units and providing asset, facilities, tenancy, and funds management services to institutional, wholesale and retail owners.

The Roberts family private investment entity has also undertaken direct developments in the industrial, commercial, retail, hospitality and healthcare sectors.

Mark is based in Perth, Western Australia.

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Leon Boyatzis​

Director – Funds Management

Leon has over 25 years’ experience in property funds management.

Leon’s background combines accounting, finance, funds management and property valuation. He has held senior property industry funds management roles for listed, unlisted, retail and wholesale funds ranging from private family of fices to large multinational organisations, including Multiplex and Brookfield.

With highly valuable expertise in investment, property valuation, and finance, Leon has built a reputation for driving fund performance and exceeding benchmark investor return hurdles.

This has been achieved through, for example, the development of detailed feasibility and investment models to support valuation analysis, accounting analysis including property cashflow, and fund models to drive strategic decision making and internal valuations.

Leon has been the responsible manager for a number of responsible entities holding Australian Financial Services Licences with investment in property developments on behalf of retail and wholesale clients.

Leon is a Chartered Accountant, and a Certified Practicing Valuer with the Australian Property Institute. He holds
a Bachelor of Business (majoring in Accounting and Business Law).

Leon is based in Perth, Western Australia.

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Naomi Roberts

Founding Director – Legal/Governance and Compliance – Trustee Board Member

Naomi has over 20 years’ experience in the property and funds management industries, with significant expertise in compliance, corporate governance and legal functions. 

Her real estate experience spans across working in the family private business which involved direct development of commercial, industrial, retail and residential projects. 

Naomi was previously involved in an ASX-listed national
af fordable rental retirement management company which became Australia’s largest in its sector, providing asset, facilities, tenancy and funds management services to institutional, wholesale and retail owners. 

While studying towards a Bachelor of Laws, Naomi worked in a small legal practice in Queensland which provided excellent experience across many facets of legal matters including property, financing, conveyancing, wills and estates. She relocated to Western Australia and worked in a litigation firm as an Executive Paralegal while completing her law degree. 

Naomi is the Responsible Manager on the PrivateInvest Australian Financial Services Licence. 

Naomi has been admitted to the Supreme Court of Western Australia (2022) and also holds a Bachelor of Business (major in Marketing). 

Naomi is based in Perth, Western Australia. 

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Greg Peel

NON-EXECUTIVE DIRECTOR – TRUSTEE BOARD MEMBER AND CHAIR INVESTMENT REVIEW COMMITTEE

Greg has over 35 years’ experience in the banking and finance industry including corporate finance, credit and risk management, and business banking. He is highly experienced in the areas of enterprise development, funding and business modelling and partnership identification and development particularly in the area of social finance and impact investment.

He established Bendigo and Adelaide Bank’s Business and Asset Finance divisions and the Strategic Market division. Greg also co-founded and was the Chief Executive Officer and Managing Director of Community Sector Banking, a financial institution focused on not-for-profit, impact investing and social infrastructure financing.

Greg was the Director of Business Development with the New South Wales Aboriginal Land Council where he was responsible for the development of a corporatisation strategy which included enterprise and housing policy.

He has held numerous advisory roles and directorships including Australia Social Investment Trust (Executive Director), Alternative Finance Custodians (Director and Chair of Trustee), Community Sector Enterprises and Community Sector Banking (CEO and MD), Bendigo Asset Management (Chair), Social Enterprise Finance Australia (Director), Eco Trust Australia (Director), Community Development Australia (Director and Chair) and LendForGood (Advisor).

Greg has also held positions as Senior Credit Analyst, and Corporate Relationship Manager at Banque Nationale de Paris, Standard Chartered Bank and State Bank of NSW, London.

Greg holds a Bachelor of Economics.

Greg is based in Gold Coast Queensland

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Sarah de Rozario

Director – Group Finance

Sarah is a Certified Practicing Accountant and finance executive with over 20 years’ experience in the areas of business and finance, strategy, risk and compliance, process engineering and governance.

Sarah was formerly the CFO for ACE Interactive (a leading developer and supplier of turnkey IVT Systems – software and hardware), with responsibility for the planning, implementation and management of the organisation’s finance functions including planning, budgeting and forecasting, and reporting. She was also the CFO for Hockey WA and a member of the Risk and Governance Committee and was responsible for strategic planning and key initiatives with the management team, together with the assessment of organisational performance.

Prior to this, Sarah was the Global Development – Compliance and Reporting Manager for the International Cricket Council (ICC), where she was responsible for planning, managing and overseeing 93 Member countries and 5 Regional global offices, including the compliance and financial reporting for the ICC’s Developing Cricket World Funding Policy, a US$300 million program.

Previous roles included Group Reporting and Consolidation Controller at Balfour Beatty, a UK-based engineering
and construction services company (where Sarah was accounting for revenues of £7.49 billion and a forward order book of £11.50 billion), Finance and Analysis Accountant at Shell (UK), and Group Finance Accountant at Mowlem, a UK-based construction and civil engineering services company and European Finance Manager at Holmes Place (a luxury brand in health, leisure and wellness industry with a turnover of £70 million).

Sarah holds a Bachelor of Business, Major in Accounting and Business Law.

Sarah is based in Perth, Western Australia.

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Belinda Stewart

Office Manager – South East Asia Co-Ordinator     

Belinda joined the PrivateInvest team in 2023, bringing onboard over 20 years of professional experience supporting senior roles across diverse industries, including oil & gas, construction, and finance. 

A highly adaptable and flexible administrator, Belinda has dedicated 5 years to working in the finance sector showcasing her organizational skills, adept workflow management, and commitment to enhancing productivity.

Belinda’s multilingual fluency in English, Malay, Mandarin, Cantonese, and Hokkien provides a significant advantage in global communications and operations.

Belinda is based in Perth, Western Australia.

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Andrew Groves

Senior Manager – Private Capital

Andrew Groves has over 20 years’ experience within the Australian Markets sector. With a career spanning several decades, he has developed a deep understanding of various financial products, including discounted securities, bonds, interest rate derivatives, and general banking products. His expertise extends to both front and back-office functions, making him well-versed in the intricacies of the industry.

 Andrew’s professional journey reflects his versatility. He played a pivotal role in the establishment and financial success of the ANZIB/Wealth Management Joint Venture, demonstrating strong business development skills.

 His career at ANZ Group from 1994 to 2011 involved pioneering the Margin Lending Business, contributing to the ANZ Diversified Margin Loan, tailoring investment and risk management solutions and managed internal relationships across ANZ to drive new product initiatives.

Externally, he managed private client relationships and collaborated with large private companies and ASX-listed organizations. In 2014, Andrew joined National Australia Bank as an Associate Director, boosting FUM and revenue across diverse distribution channels for five years.

Andrew assumed the role of Private Chief Financial Officer at Candor Family Office, offering comprehensive financial advice to high-net-worth families, akin to institutional or corporate clients. His diverse expertise renders him a valuable asset in the financial industry.

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William Colebrook

Adviser – Private Capital 

William Colebrook has gained extensive experience with Family Offices, distribution, commercial valuation, and strategic advisory, making him an asset to PrivateInvest. His expertise spans real estate, private equity, venture capital, and private debt. William began his career as in Investment Analyst with Dodge Family Office in London, offering strategic analysis to high-end/luxury hospitality assets.

He then moved to Colliers International and was responsible for managing institutional portfolios, providing strategic analysis, and asset valuation. William was Head of Investor Relations and Director of Distribution Wholesale at PropertyShares, where he established the NSW office and maintained relationships with Family Offices, Ultra-High-Net-Worth Individuals, cornerstone wealth groups and dealer groups.

At Freedom Property Investors, he served as Distribution Manager, managing third-party distribution of unlisted real assets. He was recently the General Manager at Kingsmede Family Office in Sydney, where he was involved in implementing a major self-storage asset roll-up and responsible for introducing a $100 million residential real estate trading strategy.

He is a Director at Brook Shard Family Office, where he formed a joint venture for an AI-led industrial developer delivering a 38% IRR and manages private equity and venture capital allocations. William holds a Master of Property and Development from UNSW, a Bachelor of Urban Planning, Design and Management from UCL, and studied Architecture at Oxford Brookes.

William is based in Sydney, New South Wales.

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Brett Roberts

Graphic Design – Marketing

Brett joined the PrivateInvest team in 2023, bringing a wealth of graphic design and marketing expertise.

Brett graduated from SAE Creative Media Institute in 2021 with a Bachelor of Design and an award for high achievement, having averaged distinction marks throughout his studies. He went on to work in a variety of professional environments including creative studios and corporate offices, specialising in graphic design.

As well as crafting insightful and innovative visual designs, Brett is proficient in creating motion graphics, animation and social media content.

Brett is based in Perth, Western Australia.

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Tom Ellen

Investment Review Committee

Tom has extensive experience in the banking and finance sector, with expertise in the areas of credit and risk analysis, compliance and governance, process and policy reviews, change management, and identifying and implementing business performance opportunities to improve operating ef ficiencies and ensure compliance adherence.

Tom had over 20 years’ experience with National Australia Bank as Regional Credit Executive, Senior Credit & Risk Manager, Credit & Risk Manager, and Relationship Manager Business Banking.

He has developed comprehensive risk management templates for National Australia Banks’ Operational Risk and Compliance Team, numerous business process improvement initiatives to improve both business efficiencies and customer experiences, and change management platforms for the implementation and roll out of process improvements. Tom has managed risk dashboard and quality assurance controls to both maintain and improve banking industry compliance functions and their implementation, leading a team of credit and risk managers to deliver leading, independently assessed Asset Quality Assurance results.

Tom holds a Bachelor of Business and Securities Institute of Australia Certificate in Financial Markets.

Tom is based in Perth, Western Australia.

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1300 2 INVEST  (1300 2 468 378)
invest@privateinvest.com.au

1300 4 FUNDING (1300 4 386 346)
loans@privateinvest.com.au